Filer · Institutional
ROI Financial Advisors,LLC
CIK 0002011633TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001941040-26-000371 · filed 2026-05-15
66
positions
Q4 202513F-HR
0001941040-26-000135 · filed 2026-02-13
65
positions
Q3 202513F-HR
0001941040-25-000608 · filed 2025-11-10
67
positions
Q2 202513F-HR
0001941040-25-000430 · filed 2025-08-06
71
positions
Q1 202513F-HR
0001941040-25-000272 · filed 2025-05-09
61
positions
Q4 202413F-HR
0001941040-25-000145 · filed 2025-02-13
62
positions
Q3 202413F-HR
0001941040-24-000470 · filed 2024-11-06
64
positions
Q2 202413F-HR
0001941040-24-000363 · filed 2024-08-12
64
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.